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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
676
Capital Advisors Ltd
Ohio
$348K
PWMG
677
Prestige Wealth Management Group
New Jersey
$348K
KWS
678
Keystone Wealth Services
California
$347K +$175 +6 +0.1%
M
679
MOTCO
Texas
$345K +$3.06K +105 +0.9%
GWSA
680
Global Wealth Strategies & Associates
Colorado
$343K +$274K +9,413 +437%
PWM
681
Praetorian Wealth Management
California
$342K -$2.33K -80 -0.7%
EWM
682
Elmwood Wealth Management
California
$340K
CIAS
683
Capital Investment Advisory Services
North Carolina
$339K -$21.8K -750 -6%
Comerica Bank
684
Comerica Bank
Texas
$338K -$670 -23 -0.2%
KJWM
685
Kiley Juergens Wealth Management
Washington
$338K -$17.1K -588 -5%
AIM
686
Advyzon Investment Management
Illinois
$335K -$66.4K -2,280 -17%
KFS
687
Kaizen Financial Strategies
California
$332K +$1.4K +48 +0.4%
HCMT
688
Highland Capital Management (Tennessee)
Tennessee
$332K
TWM
689
Triton Wealth Management
Arizona
$331K -$8.99K -309 -3%
CBA
690
Coastal Bridge Advisors
Connecticut
$331K +$87 +3 +0%
XPN
691
XY Planning Network
Montana
$327K
BCI
692
Brinker Capital Investments
Pennsylvania
$326K -$33.1K -1,137 -9%
AFA
693
American Financial Advisors
Georgia
$324K -$175 -6 -0.1%
SH
694
SLT Holdings
Arizona
$321K +$315K +10,835 New
RWM
695
RMG Wealth Management
Wisconsin
$320K
VCA
696
Verdence Capital Advisors
Maryland
$319K -$2.33K -80 -0.8%
AT
697
American Trust
Kentucky
$318K +$91.3K +3,137 +41%
KPWS
698
Kestra Private Wealth Services
Texas
$318K -$42.3K -1,452 -12%
OIA
699
Optimum Investment Advisors
Illinois
$317K +$6.46K +222 +2%
VA
700
VestGen Advisors
Illinois
$317K +$312K +10,706 New